- Commerce Intelligence User Guide
- Commerce Intelligence Introduction
- Getting Started
- Administrator
- Analyze Data
- Data Analyst
- Data Warehouse Manager
- Introduction
- Advanced Calculated Column Types
- Building Google Ecommerce dimensions
- Calculated Column Types
- Configuring Replication Methods
- Configuring Data Rechecks
- Changing a metric’s operational table
- Creating and Using Data Warehouse Views
- Creating / Deleting paths for calculated columns
- Creating / Using a SQL Calculated Column
- Creating calculated columns
- Data and Updates Information
- Guest orders
- How Commerce Stores Data
- Entity Relationship Diagrams
- Managing data dimensions in metrics
- MongoDB data modeling guide
- Replicating Google Analytics channels
- Standardizing data with mapping tables
- Translating SQL queries into Commerce Intelligence reports
- Understanding and Evaluating Table Relationships
- Using the Date Difference Calculated
- Using Dashboard Wide Filtering
- Using the Event Number Calculated Column
- Using the Sequential Comparison Calculated Column
- Common Commerce Tables
- SQL Report Builder
- Using the Cohort Report Builder
- Using the Cohort Report Builder for Non-Date Based Cohorts
- Creating a qualitative cohort analysis
- Explore special filter operators
- Export the results of my query
- Using Formulas in the [Report Builder]
- Create Google Analytics charts
- Importance of the Lifetime Revenue Cohort Analysis
- Ordering data using the Show Top/Bottom feature
- Using the SQL Report Builder
- First purchase report
- Understanding the Repeat Order Probability Report
- Auditing Metrics using the SQL Report Builder
- Differences in Columns Between SQL and Data Warehouse Manager
- Connecting Data
- SaaS Integrations
- SaaS Integrations
- Understand Results Between Database and SQL Editor
- Connecting Adobe Analytics
- Expected Adobe Analytics Data
- Connecting Facebook Ads
- Expected Facebook Ads data
- Connecting Google Adwords
- Expected Google Adword data
- Auditing Google Adwords data
- Connecting Google Analytics Warehoused
- Expected Google Analytics Warehoused Data
- Connecting Google Analytics
- Expected Google Analytics data
- Connecting Google ECommerce
- Expected Google ECommerce data
- Connecting Mixpanel
- Expected Mixpanel data
- Data Validation in Mixpanel
- Connecting PrestaShop
- Connecting Quickbooks
- Expected Quickbooks data
- Connecting Salesforce
- Expected Salesforce data
- Connecting Spree
- Expected Spree Data
- Connecting Stripe
- Expected Stripe data
- Connecting WooCommerce
- Connecting Zendesk
- Expected Zendesk data
- Analyzing Zendesk data
- Auditing Zendesk data
- Database Integrations
- Connecting Amazon RDS
- Connecting Databases via VPN
- Connect Your MySQL Database to Commerce Intelligence
- Connecting Adobe Commerce
- Expected Commerce Data
- Connecting Microsoft SQL Server
- Connecting MongoDB via SSH Tunnel
- Connecting MySQL via a direct connection
- Connecting MySQL via cPanel
- Connecting MySQL via SSH Tunnel
- Connecting PostgreSQ
- Analyze Campaigns
- Analyze Customers
- Calculating Commerce churn rates
- Defining customer concentration
- Defining customer churn
- Expected Lifetime Value (LTV) analysis (basic)
- Expected Lifetime Value (LTV) analysis (advanced)
- Track User Acquisition Source Data Overview
- Track User Device and Browser Data in your Database
- Analyzing customer repurchasing behavior
- Analyzing Website Activity and Customer Conversion Rates
- Recency, frequency, monetary (RFM) analysis
- Analyze Business Performance
- Tracking goals against actual metrics
- Analyzing returned orders
- Year-over-year, month-over-month, week-over-week
- Analyzing holiday season performance
- Analyzing repeat probability decay and churn
- Understanding and building a basic analytics
- Identifying your most valuable marketing sources and channels
- Understanding Google Analytics UTM attribution
- Analyzing inventory levels
- Reporting a retail calendar
- Forecasting
- Build Reports and Share Data
- Data User
- Reports
- Dashboards
- Create Dashboards
- Out-of-the-box dashboards
- Dashboard Pro
- Importing charts from another user
- Permanently deleting a chart
- Using Dashboard Groups
- Managing Dashboards
- Deleting Dashboards
- Renaming Dashboards
- Setting a default Dashboard
- Adding charts to Dashboards
- Removing charts from Dashboards
- Sizing and arranging charts in a Dashboard
- Bulk-editing charts in Dashboards
- Cloning Dashboards
- Searching for Dashboards
- Sharing Dashboards with other users
- Sharing Dashboards organization-wide
- Accessing shared Dashboards
- Changing access to shared Dashboards
- Leaving (unsharing) a Dashboard
- Sharing Data
- Best Practices
- Working with Data
- Working with data
- UTM tagging in Google Analytics
- Formatting and Importing Financial Data
- Recommended Data Dimensions for Segmentation and Filtering
- Checking the Update Cycle Status
- Reducing Your Update Cycle Time
- Modifying Your Database to Support Incremental Replication
- Optimizing your Database for Analysis
- Optimizing Your SQL Queries
- Understanding your Commerce Intelligence Environment
- Project Organization
- Working with Dashboards
- Working with Data
- Tutorials
Share a Dashboard
Sharing dashboards means you and your team possess the same information at any given time, which allows for collaboration and discussion. Here are some recommendations for sharing dashboards and keeping your Adobe Commerce Intelligence account uncluttered.
Avoid Duplicate Dashboards
At times, you may find multiple dashboards with the same name - this is usually because other users have created and shared similar dashboards with you. These dashboards could be duplicates of a primary copy. In this case, Adobe recommends you have one user share the primary copy of the dashboard and then remove all duplicate dashboards.
To see who owns a dashboard, click the dashboard dropdown on the upper-left corner. Any dashboards that do not have a name below them belong to you.
To remove all duplicate dashboards:
- Sync with your team and identify the person who should maintain the dashboard.
- Unshare yourself from all similar dashboards, except the one shared by the main user.
- If you have a copy of the dashboard, delete it.
- Ask others to delete their version of the dashboard.
Create a Core Set of Dashboards
When new users are created, they do not own any dashboards or charts. However, they will see a list of the most popular dashboards in your organization (with View or Edit rights for the whole team) upon first logging in. Ensure that dashboards are always in this list so that new users can be included.
Share Dashboards with New Users
New users may also benefit from access to some dashboards that are not shared organization-wide. In these cases, Adobe recommends that dashboard owners share the relevant dashboards with new users when their accounts are created.
Be Selective with Edit Permissions
Edit permissions give users a lot of power. But with great power comes great responsibility. To prevent accidental changes to your charts and dashboards, Adobe recommends that you are selective about who you give Edit permissions to.
Annotate Your Charts
Sharing a dashboard merely gives users access to the same information. To ensure that information is understood, Adobe recommends using the chart notes feature to share knowledge and nuances about a specific data point or to convey the purpose of an analysis.
Resources
Adobe Account
